Difference between revisions of "How do I set up appointment types?"
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* Either click {{Button|Add}} or press {{KeyPress|F6}} to create a new appointment or highlight an existing appointment and click {{Button|Edit}} or press {{KeyPress|F5}}. | * Either click {{Button|Add}} or press {{KeyPress|F6}} to create a new appointment or highlight an existing appointment and click {{Button|Edit}} or press {{KeyPress|F5}}. | ||
* Move the cursor to the {{DataPrompt|Type}} field and press {{KeyPress|C-F1}} to bring up the Appointment Type Search window. | * Move the cursor to the {{DataPrompt|Type}} field and press {{KeyPress|C-F1}} to bring up the Appointment Type Search window. | ||
| − | ** To edit an existing code click {{Button|Search}} and {{Button|Edit}} on the code to amend. | + | ** To edit an existing code click {{Button|Search}} and {{Button|Edit}} on the code to amend. |
* Enter a three character code in the {{DataPrompt|Appointment Type}} field. | * Enter a three character code in the {{DataPrompt|Appointment Type}} field. | ||
* Enter a suitable {{DataPrompt|Description}}. | * Enter a suitable {{DataPrompt|Description}}. | ||
* If you wish to colour code the appointment types, click the box next to {{DataPrompt|Text}} to change the text colour or the box next to {{DataPrompt|Background}} to change the background colour of the type. | * If you wish to colour code the appointment types, click the box next to {{DataPrompt|Text}} to change the text colour or the box next to {{DataPrompt|Background}} to change the background colour of the type. | ||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
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== See also == | == See also == | ||
Latest revision as of 05:30, 12 October 2021
Summary
The following article explains how to create or edit appointment types.
More Information
Go to " Personnel Planning Diary Entries".
- Either click [Add] or press <F6> to create a new appointment or highlight an existing appointment and click [Edit] or press <F5>.
- Move the cursor to the "Type" field and press <Ctrl+F1> to bring up the Appointment Type Search window.
- To edit an existing code click [Search] and [Edit] on the code to amend.
- Enter a three character code in the "Appointment Type" field.
- Enter a suitable "Description".
- If you wish to colour code the appointment types, click the box next to "Text" to change the text colour or the box next to "Background" to change the background colour of the type.
- Click [Done] and [Accept].
See also
- How do I create a diary appointment?
- How do I set up an appointment status?
- How do I set an employee's working hours?
- How do I share an appointment?
- How do I repeat an appointment?
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